J••••• E•••••••

Advisor at I••••••• P•••••••• S•••••••• L••

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87b956ca-4410-3ce5-6b44-4671d5fd5782

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 7, 2024 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: I••••••• P•••••••• S•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• P•••••••• S•••••••• L••	No RAUM reported	Aug 4, 2026	n/a	yes	DENVER, CO	Current employment
S•••••••• A••••••• L••	National bd RIA	Mar 31, 2025	Apr 16, 2026	no	ENGLEWOOD, CO\|GREENWOOD VILLAGE, CO\|ENGLEWOOD, CO\|BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	I••••••• P•••••••• S•••••••• L••	Apr 16, 2026	Aug 4, 2026	110	Firm change	Other
F••••••• P••••••• A•• W•••••••• A•••••••	S•••••••• A••••••• L••	Mar 31, 2025	Mar 31, 2025

Relationships

Registered with (3)

→ I••••••• P•••••••• S•••••••• L••Registered adviserregistration: current employment
Aug 4, 2026 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Apr 16, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Aug 7, 2024 to Mar 31, 2025factForm ADV

Dated events

Occurred
Apr 16, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87b956ca-4410-3ce5-6b44-4671d5fd5782
First observed: Aug 7, 2024
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.